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W.P. Carey

607 hedge funds and large institutions have $7.49B invested in W.P. Carey in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 192 increasing their positions, 233 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
12.48%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
79
Increased
192
Reduced
233
Closed
70
Calls
$33M
Puts
$51.6M
Net Calls
-$18.6M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
401
Cornerstone Wealth Management
Missouri
$330K +$330K +4,986 New
GT
402
Glenmede Trust
Pennsylvania
$328K -$3.63K -55 -1%
PCA
403
Personal Capital Advisors
California
$327K -$16.2K -245 -5%
TFA
404
Teamwork Financial Advisors
Texas
$326K +$326K +4,920 New
EGM
405
Engineers Gate Manager
New York
$325K +$325K +4,901 New
MCM
406
Maple Capital Management
Vermont
$321K -$451K -6,815 -58%
LWAC
407
Laurel Wealth Advisors (California)
California
$318K
IAIM
408
International Assets Investment Management
Florida
$316K -$14.1K -213 -4%
OIA
409
OneDigital Investment Advisors
Kansas
$315K +$33.7K +509 +12%
LA
410
LVW Advisors
New York
$315K +$54.1K +817 +21%
MAFM
411
Mid Atlantic Financial Management
Pennsylvania
$312K -$31.5K -476 -9%
GC
412
Globeflex Capital
California
$311K +$311K +4,686 New
CCA
413
Conestoga Capital Advisors
Pennsylvania
$308K -$20.3K -306 -6%
BCP
414
Blue Chip Partners
Michigan
$307K -$341K -5,150 -53%
MSFP
415
Mark Sheptoff Financial Planning
Connecticut
$306K -$14K -211 -4%
KWM
416
Kingsview Wealth Management
Oregon
$303K -$39.2K -592 -11%
FC
417
FCA Corp
Texas
$302K
FC
418
FORA Capital
Florida
$296K +$296K +4,463 New
MSS
419
Mitchell Sinkler & Starr
Pennsylvania
$290K -$295K -4,441 -50%
BC
420
Brio Consultants
California
$289K +$2.12K +32 +0.7%
PCM
421
Parsons Capital Management
Rhode Island
$288K -$559K -8,421 -66%
BAS
422
Brown Advisory Securities
Maryland
$287K
GAM
423
Garrison Asset Management
Arkansas
$285K -$36.6K -554 -11%
OIA
424
Optimum Investment Advisors
Illinois
$284K
WS
425
Wedbush Securities
California
$281K -$8.07K -122 -3%